Bruce Dzieza's Email & Phone

Bruce founded Willow Creek Financial Services, Inc. in order to provide wealth management in an unbiased, cost effective manner. Bruce has been in practice since 1984 and has an extensive background in all aspects of financial planning, and a particular expertise in asset management and real estate. In 2007 Bruce was recognized as one of Barron's Top 100 Independent Financial Advisers nationwide. The listing was compiled by financial-industry consultant R.J. Shook and is based on each adviser's assets under management, his or her contribution to the firm's revenues and profits, and indications of service quality. Per Barron's: This ranking highlights many of the most prominent men and women in the field. He has been widely quoted in local business press including the Press Democrat, NorthBay Biz and the San Francisco Chronicle. As a Certified Financial Planner (CFP), Bruce devotes much of his time working with clients on their overall life goals. With Bruce, clients determine what money means in their lives and how they can effectively use their wealth to bring their goals to fruition. Bruce heads up Willow Creek's investment committee taking the lead in researching new investment vehicles and in determining the asset allocation strategies that the firm uses in constructing portfolios. Charitable giving is an important part of Bruce's practice. Working with the entire team at Willow Creek Financial Services, Bruce is able to counsel clients on the most prudent and effective way in which they can meet their charitable intent. Bruce is an active volunteer on many advisory boards dealing with issues around children, teens, environment and the arts. Bruce and his wife Susan have a son, Emmett, who graduated from the University of Southern California and has a successful career as a freelance motion graphic designer and animator. Bruce and Susan are avid hikers, travelers, and music lovers. Bruce enjoys working out, playing his guitar and spending time in his garden.